Tax Senior Manager – Family Office

RSM • Washington DC, DC

1d • Hybrid

About The Position

RSM’s Family Office Enterprise practice serves ultra-high-net-worth families across their family offices, operating businesses, and investment structures. It provides integrated services and support throughout the family office lifecycle, including governance, family education, risk management, privacy and data security, and technology outsourcing.

The Tax Senior Manager advises family offices and multigenerational families on tax structuring and modeling, succession and wealth transfer planning, and tax compliance. The role leads client engagements and teams, develops client relationships and business, contributes to the professional development of team members, and supports technical and strategic initiatives across RSM. RSM describes most roles as following a hybrid workstyle, with team members aligned to an office and meeting in person when it supports clients, teams, development, or relationship-building; some roles may be virtual or primarily onsite depending on role requirements and needs.

Requirements

• Bachelor’s degree in accounting or a business-related field.
• An active CPA license in the state of residence, active Enrolled Agent (EA) license, active Attorney license, or pre-approved alternative certification meeting RSM requirements.
• At least 8 years of public accounting experience, with an emphasis on private client taxation, including work with family offices and multigenerational families.
• Recent experience leading all aspects of client engagements and driving growth.
• Proficiency in at least one area—entity taxation or individual and fiduciary taxation—and understanding of complex investments and related tax implications.
• Familiarity with multistate taxation.
• Strong written and verbal communication skills, with the ability to lead collaborative teams and manage a book of business that exceeds client expectations.

Nice To Haves

• LL.M. in Taxation and/or a Master’s in Taxation.
• Experience with gift and estate taxation.

Responsibilities

• Advise family offices and multigenerational families on tax structuring and modeling, succession planning, wealth transfer planning, and tax compliance.
• Lead engagement teams focused on entity, individual, fiduciary, and gift and estate taxation, including planning and executing engagements that meet client expectations and RSM profitability thresholds.
• Anticipate client needs and collaborate with specialty tax and cross-line-of-business colleagues to build client relationships and support growth.
• Participate in prospective-client proposals and develop new client relationships.
• Build collaborative teams, develop and reward team members, and contribute to an exceptional talent experience.
• Participate in local and national committees focused on technical expertise and strategic plans.
• Build and sustain relationships with clients, centers of influence, and other RSM promoters through networking, thought leadership, and community involvement.
• Align with RSM’s core values, vision, and strategy, and empower people to work together across the firm.

Benefits

• Competitive benefits and compensation package.
• Discretionary bonus based on firm and individual performance.
• Access to specialized training and programs, cutting-edge technology, annual goal setting, performance advisors, and coaches with real-time developmental feedback.
• Customized, well-defined career path aligned with professional goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior